Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,932 | $54,357-74.4% | $82,706-83.2% | $68,495-79.7% |
| Participation rate | 92.1% | 63.9%+28.1pp | 72.6%+19.5pp | 67.9%+24.2pp |
| Annual return | -22.36% | -13.67%-8.7pp | 701.76%-724.1pp | -7.84%-14.5pp |
| Employer contribution / active EE | $1,073 | $2,218-51.6% | $3,007-64.3% | $2,596-58.7% |
| Participant deferral / active EE | $3,829 | $3,246+17.9% | $4,394-12.9% | $4,028-4.9% |
| Admin fee / account holder | $263 | $4,396-94.0% | $5,329-95.1% | $5,403-95.1% |